Data prefill for quotes
You have the option to enable data prefill for each product. When you enable data prefill, the Sales Portal can run data reports and retrieve suggestions based on the information the consumer provides on the initial quote pages.
Data Prefill API flow
When data prefill is configured for a product, the portal completes the following
additional API calls before the consumer finalizes the quote details.
- Submits the
POST /applications/systemId/dataReportPrefillRequest
API to request suggestions. - Polls the
GET /applications/systemId/dataReportRequest/{dataReportRequestId}/status
API to determine when the results are available. - Once the results are available, the portal runs the
GET /applications/systemId/full
API to reload the quote.
Configure data prefill for a product
If you want to enable a product to use the data prefill option, you need to complete some
configuration on both the Consumer Sales Portal and the InsuranceNow core product files.
- Verify that your build-out is configured to run LexisNexis data prefill reports.
- For each product, add or verify that the DataReportOrder-Prefill
rule is defined in the cw (country-wide) or state-specific product
rule.xml file.
For example:
- For each product, the presentation metadata file for the Sales Portal needs to include the data prefill configuration. For more information and to request this configuration, contact your Delivery Service representative.